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Integration

Keep project files in Dropbox without filing everything twice

Connect Dropbox Business to WorkGuru and automatically store files uploaded or emailed to WorkGuru under the shared team folder you choose.

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Overview

Dropbox is a perfectly good place to keep files.

The problem is relying on people to remember where every project document belongs. WorkGuru already knows the client and job. The integration uses that context to keep your file storage organised with less admin.

What connects

What moves between the two systems

Connect a Dropbox Business accountChoose the shared team root folder during setupAutomatically upload files that are uploaded or emailed to WorkGuruAccess Dropbox files from relevant WorkGuru recordsKeep operational records and document storage connected without duplicating manual filing

How it works

How it works

01

Attach the document in WorkGuru Put the file against the client, quote, project or other supported record so the operational context is clear

02

WorkGuru sends it to Dropbox The integration stores the file beneath the shared team folder selected during setup

03

Use Dropbox as normal Your team can access the stored document through Dropbox or from the linked WorkGuru record

What you get

What changes once the two are connected

File it once Upload or email the document to WorkGuru against the work it belongs to.

Store it in Dropbox The integration automatically copies files into the configured Dropbox Business shared folder structure.

Access from the record Users can access Dropbox-hosted files through the relevant WorkGuru client, quote, project or source record.

  • Discovered their contract work wasn’t profitable.

    We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.

    Nick Mazzella, Administrator, Frontline Trays & Trailers

FAQs

Dropbox questions

What type of Dropbox account does the integration use?

The integration is designed for Dropbox Business and uses a shared team folder selected during setup.

Do files uploaded to WorkGuru also go to Dropbox?

Yes. Once connected, files uploaded or emailed into WorkGuru can be automatically uploaded to Dropbox.

Can I get to Dropbox files from WorkGuru?

Yes. Dropbox files can be accessed through an embedded picker from the relevant WorkGuru source record.

Keep Dropbox for files. Let WorkGuru connect them to the job.

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